$PTON h/t @CitronResearch pic.twitter.com/3q96SVJMJT — Jerry Capital (@JerryCap) December 15, 2019 $PTON 2020 price tgt $5. Unless $PTON makes a machine that works out for you we will be laughing at $10 bil valuation in a year. MUST see chart on homepage of story https://t.co/OHkyRfzIKn — Citron Research (@CitronResearch) December 10, 2019 I don’t think […]

I’m old enough to remember when SoulCycle was going to conquer the fitness world(and grow forever). That was in 2017. Now they are closing locations. $PTON https://t.co/cYQCi3Aii8 — Diogenes (@WallStCynic) November 26, 2019

$PTON slipping as investors begin to doubt investment thesis that people want to work out at home on a financed bicycle while violating music copyrights — Investor Gator 🐊 (@GatorInvestor) September 27, 2019

[Thread] I wrote about the 13 reasons this bike has a cult, breaking down Peloton’s product genius. 1. Conspicuous Self-Actualization… https://t.co/HUirobg55L — Josh Constine (@JoshConstine) September 22, 2019

1/ $PTON Peloton subscriber churn looks to me to be around 20-30% per year. But they reported churn of 0.7%!! Math with me here.. the reported churn is a ‘monthly’ churn, calculated as net cancels in the period, divided by 3 months. So 0.7% = 2.1% per quarter, or around 8.4%/yr. — Inquisitive Investor (@QuisitiveInvest) […]